PWPS
SPYM

Pinnacle Wealth Planning Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.8M Buy
166,723
+1,175
+0.7% +$94K 1.32% 11
2025
Q4 		$13.3M Buy
165,548
+9,410
+6% +$748K 1.39% 10
2025
Q3 		$12.2M Buy
156,138
+6,796
+5% +$513K 1.43% 11
2025
Q2 		$10.9M Buy
149,342
+6,965
+5% +$468K 1.43% 11
2025
Q1 		$9.36M Buy
142,377
+237
+0.2% +$16.4K 1.41% 10
2024
Q4 		$9.8M Sell
142,140
-2,874
-2% -$199K 1.47% 10
2024
Q3 		$9.79M Sell
145,014
-39,851
-22% -$2.59M 1.33% 11
2024
Q2 		$11.8M Buy
184,865
+1,962
+1% +$121K 1.69% 10
2024
Q1 		$11.3M Sell
182,903
-425
-0.2% -$24.9K 1.65% 10
2023
Q4 		$10.2M Buy
183,328
+556
+0.3% +$29.1K 1.61% 9
2023
Q3 		$9.19M Sell
182,772
-1,563
-0.8% -$81.8K 1.51% 10
2023
Q2 		$9.61M Sell
184,335
-6,731
-4% -$332K 1.55% 10
2023
Q1 		$9.2M Buy
191,066
+9,397
+5% +$441K 1.53% 10
2022
Q4 		$8.17M Buy
181,669
+75,577
+71% +$3.42M 1.45% 10
2022
Q3 		$4.46M Buy
106,092
+5,583
+6% +$261K 0.82% 20
2022
Q2 		$4.46M Buy
100,509
+5,951
+6% +$287K 0.8% 20
2022
Q1 		$5.02M Buy
94,558
+6,159
+7% +$323K 0.92% 20
2021
Q4 		$4.93M Sell
88,399
-9,469
-10% -$511K 0.96% 20
2021
Q3 		$4.54M Buy
97,868
+3,713
+4% +$193K 1% 19
2021
Q2 		$4.34M Buy
94,155
+2,693
+3% +$132K 1.01% 18
2021
Q1 		$3.92M Sell
91,462
-10,183
-10% -$462K 1.01% 18
2020
Q4 		$4.16M Sell
101,645
-5,402
-5% -$225K 0.99% 17
2020
Q3 		$3.97M Sell
107,047
-65,702
-38% -$2.56M 1.31% 15
2020
Q2 		$6.06M Buy
172,749
+22,545
+15% +$775K 1.97% 13
2020
Q1 		$4.4M Buy
150,204
+25,135
+20% +$902K 2.09% 7
2019
Q4 		$4.73M Sell
125,069
-10,287
-8% -$372K 2.22% 6
2019
Q3 		$4.72M Buy
135,356
+5,829
+5% +$203K 2.57% 6
2019
Q2 		$4.47M Buy
129,527
+8,283
+7% +$281K 2.7% 5
2019
Q1 		$4.03M Buy
121,244
+633
+0.5% +$20.2K 2.7% 5
2018
Q4 		$3.52M Buy
120,611
+41,244
+52% +$1.3M 2.25% 10
2018
Q3 		$2.7M Buy
79,367
+3,433
+5% +$115K 2.47% 4
2018
Q2 		$2.42M Buy
75,934
+5,616
+8% +$178K 2.35% 3
2018
Q1 		$2.18M Buy
70,318
+49,204
+233% +$1.57M 2.24% 2
2017
Q4 		$661K Buy
+21,114
New +$644K 1.35% 18

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinnacle Wealth Planning Services's SPYM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.71% in Q1 2026, buying an estimated $94K and bringing the position to 166,723 shares worth $12.8M. The position accounts for 1.32% of the portfolio, ranked #11.

Pinnacle Wealth Planning Services first reported a position in SPYM in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.3M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 166,723 shares of State Street SPDR Portfolio S&P 500 ETF worth $12.8M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,175 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $94K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.32% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #11 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
  • Pinnacle Wealth Planning Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $13.3M in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.